Wealth Planner Trainee - Licensing & Growth Path

COR Financial Partners; Tampa (FL); On-site; USD 24,000 - 48,000; Part time

Benefits offered by this job

Licensing support

Training program

Mentorship

Work-life balance culture

Leadership opportunities

Advanced planning tools

Job summary

COR Financial Partners seeks a part-time wealth and financial planning consultant to help clients with comprehensive financial planning and consulting. You may start on a limited basis with clear potential for leadership advancement and licensing support as your career grows.

The role covers wealth management, retirement planning, financial planning, and related services across a broad client base. You will work in a fast-paced, client-focused environment that values ethics, coaching, and

Qualifications

• Must be 18 or older.
• Background check required with no criminal history.
• Willing to obtain state licenses if you do not have one.

Responsibilities

• Analyze personal financial data to provide insights and recommendations.
• Develop and implement personalized investment strategies based on goals and risk tolerance.
• Assist clients with estate planning, including wills and trusts.
• Maintain strong client relationships through effective communication and service.
• Stay up to date on financial regulations and market trends.

Skills

Analytical skills

Client relationship

Self-motivated

Team player

Coachable

Job description

COR Financial Partners seeks a part-time wealth and financial planning consultant to help clients with comprehensive financial planning and consulting. You may start on a limited basis with clear potential for leadership advancement and licensing support as your career grows.

The role covers wealth management, retirement planning, financial planning, and related services across a broad client base. You will work in a fast-paced, client-focused environment that values ethics, coaching, and